Shopify's NASDAQ: SHOP flywheel will drive its stock price to new highs because growth investments beget growth, growth is outperforming and accelerating, and free cash flow is robust, allowing for targeted technology investments that pay off. Not only is the fundamental story bullish, but it is also driving a robust analyst trend.
Shopify Inc. ( SHOP ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Carrie Gillard - Director of Investor Relations Harley Finkelstein - President Jeff Hoffmeister - Chief Financial Officer Conference Call Participants Colin Sebastian - Robert W. Baird & Co. Incorporated, Research Division Craig Maurer - Financial Technology Partners LP Andrew Boone - Citizens JMP Securities, LLC, Research Division Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Michael Morton - MoffettNathanson LLC Thomas Ingham - CIBC Capital Markets, Research Division Trevor Young - Barclays Bank PLC, Research Division Mark Zgutowicz - The Benchmark Company, LLC, Research Division Presentation Carrie Gillard Director of Investor Relations Good morning, and thank you for joining Shopify's Third Quarter 2025 Conference Call.
Although the revenue and EPS for Shopify (SHOP) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Shopify Inc (TSX:SH., NYSE:SHOP) on Tuesday reported third quarter 2025 revenue that exceeded Wall Street expectations, but its operating income missed the consensus estimate due to increased spending on AI.
Shopify (NYSE: SHOP) beat revenue expectations and posted 32% year-over-year growth in Q3, signaling sustained momentum in its core merchant and subscription businesses.
Shopify (SHOP) came out with quarterly earnings of $0.34 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.36 per share a year ago.
Shopify's third-quarter sales rose by nearly a third, by adding more merchants to its platform and selling more merchandise.
SHOP's growing merchant base, AI tools, and international expansion set the stage for solid Q3 revenue growth.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Beyond analysts' top-and-bottom-line estimates for Shopify (SHOP), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2025.
Shopify (SHOP) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Shopify's Merchant Solutions revenues soared 37% in Q2 2025, fueled by booming GMV, rising Shop Pay use, and rapid B2B and offline commerce growth.